Key Client Fiduciary Advisors, LLC
Top Portfolio Positions
116 positions ·
$156,474,547 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLXY |
Galaxy Digital Inc.
Financial Services
|
900,879 | $16,621,217 | 10.62% | |
| AAPL |
Apple Inc.
Technology
|
46,024 | $11,680,430 | 7.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,394 | $8,060,313 | 5.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,058 | $7,926,339 | 5.07% | |
| NVDA |
Nvidia Corp
Technology
|
41,639 | $7,261,841 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
17,280 | $6,396,537 | 4.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
14,966 | $5,563,610 | 3.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,147 | $5,279,465 | 3.37% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
193,916 | $4,101,323 | 2.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,775 | $3,098,459 | 1.98% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AGEN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,388 | 25,266 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $85,872 | 27,348 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $151,047 | 39,233 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $180,670 | 39,534 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,020 | 2,000 | Call | Sole | 2025-04-10 | |
| 2025-03-31 | $93,322 | 61,803 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $186,541 | 68,081 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $5,480 | 2,000 | Call | Sole | 2025-01-17 | |
| 2024-09-30 | $369,439 | 67,416 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,168,379 | 69,754 | Shares | Sole | 2024-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||